Finance Codex plugins

Publisher capabilities · listing

Query company financials and fundamentals Analyst consensus estimates Earnings calendars and transcripts Stock prices and valuation multiples Explain stock price moves Screen stocks by drivers and earnings commentary Search research documents and podcasts

Publisher subtitle

Company research data

Publisher description

Nomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only retrieval against Nomas RAG APIs. Users sign in on nom…

Publisher capabilities · listing

Primary-source public-company research Accounting, valuation, forensics, and risk calculations Evidence ledger and claim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thi…

Publisher capabilities · listing

…neficial owners, ultimate owners, and subsidiaries Financial statements, key indicators, and ratios Company filings search and summarization Research document search Earnings-call transcript search News monitoring Peer identification Sector outlook and country-risk context Managers, directors, and key officers

Publisher description

Bring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your account to run the AlphaPort pipelines you choose and return…

Publisher description

Bigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst… …rs of fundamentals, expert interviews, and podcasts. RavenPack's financial knowledge graph resolves company and entity names automatically, so one plain-language question surfaces the right filings, transcripts, news, and data. No manual ticker matching, fabricated numbers, or invented quotes. Beyon…

Publisher description

Indian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), market breadth, momentum ranking, and multi-agent Investment Committee analysis — the MCP server for Indian and US stock market intel…

Publisher description

Search, enrich, and research startups, companies and investors using Harmonic's proprietary data on millions of companies and the people behind them. Get detailed company profiles with funding, location, founders, and network connections. Use natural language to find companies matching specific criteria. Create and manage lists of companies and people. Access y…

Publisher description

In Practise runs primary research for fundamental investors. We interview the former operators and executives who ran the companies you're analysing, then turn those conversations into structured, cited research. This connect… …nd process power - Track the companies you care about with a personal watchlist Ask ChatGPT about a company, a competitor or an end market, and it pulls the relevant primary-source view from people who were actually in the room, rather than a summary scraped from the web. Access requires an In Pract…

Publisher description

Power your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst tools — drawing AI-powered deep equity research across earnings, company research, watchlists, agents, and investment thesis tracking.

Publisher description

Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards,…

Publisher description

Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: * company & market reports and expert interviews accessible via search * revenue estimates & models as structured data * round-by-round funding data including valuation and price per share For investors…

Publisher description

…through Finhay Securities' infrastructure. Get stock prices across HOSE, HNX, and UPCOM, dive into company financials: income statements, balance sheets, cash flow..., and track macroeconomic indicators, FX rates, gold, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietnam's market. All through conversation.

Publisher description

Access institutional-grade financial data from Aiera, including live corporate events, filings, company publications, broker research, and much more.

Publisher description

Analyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key positive, negative, and neutral signals from earnings materials. It is designed to make financial research more structured, faster, and easier to review.

Publisher description

…rket indices, ETF profiles and sector allocations, and top gainers/losers/most active tickers. Pull company fundamentals, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institu… …yields, and the federal funds rate. Built for portfolio analysis, valuation modeling, quantitative research, and agentic workflows, from quick ticker lookups to multi-step financial analysis.

Publisher description

Bull AI brings company documents and data for NSE/BSE-listed Indian companies into ChatGPT and Codex. Explore annual reports, earnings materials and other company disclosures with citations; compare management guida… …ns; and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly separates reported facts, management claims and interpretation.

Publisher description

Unleash ChatGPT as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding edge technology research to identify and analyze relevan…

Publisher description

Clarifo helps users research stock-listed companies from Nordic and US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers…

Publisher description

FactIQ is a research data layer for AI agents. It gives users access to source-linked economic, market and company intelligence—including official statistics, structured company financials, filings and earnings-call evidence—inside tools such as ChatGPT and Codex.

Publisher description

FinLens helps users research Vietnam's listed equities and financial markets in ChatGPT. It retrieves company, price, and intraday data; compares financial statements, peers, and valuation; and analyzes flows, technical signals, funds, bonds, warrants, dividends, macro data, news, and broker research.…

Publisher description

…ks, ETFs, crypto, forex, commodities, SEC filings, economic indicators, and more. Users can look up company fundamentals, pull financial statements, screen stocks, read earnings transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data.

Publisher description

Lexfi gives ChatGPT access to structured financial data for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users can retrieve market data, company information, economic indicators, ownership activity, and financial signals directly in conversation. Lexfi is a financial data provider and does not execute trades or provide investment advic…

Publisher description

Mergr is a private equity and M&A research database, now available in ChatGPT. It covers 4,100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focu… …dle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company and for how long; which sponsors are building roll-ups in a sector; which banks advised the most software deals last year. You can also paste a list of compan…

Publisher description

Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default… …ry ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends. By bringing structured and unstructured credit inputs together in a single interface, Moody's Credit MCP enables faster data-to-i…

Publisher description

…tomer engagement. The solution combines comprehensive Moody’s entity intelligence, including global company profiles, hierarchies, and ownership linkages, with augmented signals such as news, market activity, and risk indicators. This integrated view helps organizations gain additional visibility in… …market signals, and company events - Risk indicators and early warning signals - Economic data and research Use Moody’s Growth & Strategy MCP for: - GTM Planning – define and size target markets with comprehensive company coverage - Account Prioritization – identify and prioritize high-value prospe…

Publisher description

Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research…

Publisher description

…ls, funds, and key players inside their favorite LLM with our MCP server. Accelerate deal sourcing, company benchmarking, and investment research workflows inside a secure, end-to-end enterprise AI platform. Uncover new opportunities and invest confidently with the pulse of private capital markets.

Publisher description

Theia Insights brings professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure s… …), with 10+ years of daily history across global regions. What you can do in ChatGPT: * Profile any company by ticker, ISIN, FIGI, or ticker — see its full thematic exposure from sector down to micro-theme. * Screen for thematic exposure across public markets — find the companies most exposed to a g…

Our research · summary

Retrieve financial datasets for company and market research.